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Helping Older Clients Embrace Online Technology

By

Austin Kilham

Nov. 18, 2014 11:01 a.m. ET

The elderly couple had worked with financial adviser Eric Clark for 15 years. They were accustomed to face-to-face meetings with him, as well as his use of paper-based financial reports and statements.

But the couple was now in their late 70s and lived outside of town, making it harder for them to come in for regular meetings. In addition, they had no children but had a trusted niece, and they wanted their financial documents to be easily available to her if something ever happened to them.